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U.S. Building Products Industry Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies53
  • 7D0.8%
  • 3M10.2%
  • 1Y23.6%
  • YTDn/a

In the last week, the Building Products industry is up 1.4%, with Trane Technologies up 2.2%. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026US$434.4bUS$162.0bUS$11.9b21.9x36.5x2.7x
Wed, 25 Mar 2026US$382.0bUS$158.6bUS$11.8b20x32.4x2.4x
Fri, 20 Feb 2026US$429.8bUS$160.4bUS$12.1b22.5x35.5x2.7x
Sun, 18 Jan 2026US$385.3bUS$163.7bUS$11.6b21.9x33.3x2.4x
Tue, 16 Dec 2025US$369.6bUS$163.6bUS$11.3b19.8x32.8x2.3x
Thu, 13 Nov 2025US$378.5bUS$161.0bUS$11.1b18.4x34.1x2.4x
Sat, 11 Oct 2025US$383.9bUS$160.9bUS$12.6b21.5x30.5x2.4x
Mon, 08 Sep 2025US$399.6bUS$160.9bUS$12.5b22.7x31.9x2.5x
Wed, 06 Aug 2025US$398.4bUS$162.7bUS$13.9b21.1x28.6x2.4x
Fri, 04 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Sun, 01 Jun 2025US$394.8bUS$163.3bUS$14.0b21.4x28.2x2.4x
Tue, 29 Apr 2025US$353.4bUS$162.7bUS$13.4b19.8x26.4x2.2x
Thu, 27 Mar 2025US$372.9bUS$162.7bUS$13.4b20.1x27.8x2.3x
Sat, 22 Feb 2025US$374.9bUS$161.9bUS$13.8b20.3x27.1x2.3x
Mon, 20 Jan 2025US$407.0bUS$163.6bUS$14.3b20.8x28.4x2.5x
Wed, 18 Dec 2024US$419.1bUS$163.6bUS$14.3b21.9x29.3x2.6x
Fri, 15 Nov 2024US$431.0bUS$162.3bUS$14.3b22.1x30.1x2.7x
Sun, 13 Oct 2024US$428.7bUS$164.3bUS$16.4b23.5x26.1x2.6x
Tue, 10 Sep 2024US$375.9bUS$164.3bUS$16.4b20.4x22.9x2.3x
Thu, 08 Aug 2024US$364.7bUS$164.4bUS$16.4b19.8x22.2x2.2x
Sat, 06 Jul 2024US$361.3bUS$162.7bUS$14.3b19.4x25.3x2.2x
Mon, 03 Jun 2024US$376.3bUS$163.8bUS$14.3b20.8x26.2x2.3x
Wed, 01 May 2024US$369.9bUS$166.3bUS$14.7b21.2x25.2x2.2x
Fri, 29 Mar 2024US$376.6bUS$165.2bUS$14.7b24.4x25.6x2.3x
Sun, 25 Feb 2024US$353.2bUS$166.9bUS$14.8b23.2x23.9x2.1x
Tue, 23 Jan 2024US$336.8bUS$175.3bUS$14.8b19.8x22.8x1.9x
Thu, 21 Dec 2023US$328.5bUS$175.3bUS$14.8b20.1x22.2x1.9x
Sat, 18 Nov 2023US$293.9bUS$175.2bUS$15.0b17.2x19.6x1.7x
Mon, 16 Oct 2023US$264.8bUS$171.9bUS$14.8b16.9x17.9x1.5x
Wed, 13 Sep 2023US$288.8bUS$171.9bUS$14.8b17.6x19.5x1.7x
Fri, 11 Aug 2023US$290.3bUS$171.9bUS$14.8b17.4x19.6x1.7x
Sun, 09 Jul 2023US$276.2bUS$174.2bUS$15.2b16.3x18.1x1.6x
Tue, 06 Jun 2023US$253.0bUS$174.0bUS$15.2b14.5x16.6x1.5x
Thu, 04 May 2023US$244.5bUS$173.6bUS$15.1b14.9x16.2x1.4x
Price to Earnings Ratio

16.2x


Total Market Cap: US$244.5bTotal Earnings: US$15.1bTotal Revenue: US$173.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 26.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 36.5x which is higher than its 3-year average PE of 26.1x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 8.6% per year over the last three years,
  • Revenues have also declined 2.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market0.33%
Industrials-0.77%
Building0.82%
Building Products0.82%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TT Trane TechnologiesUS$486.421.9%
+US$1.9b		38.5%PE36.4x
MAS MascoUS$74.1811.2%
+US$1.4b		22.7%PE17.9x
ZWS Zurn Elkay Water SolutionsUS$52.479.8%
+US$750.6m		55.7%PE41.6x
JCI Johnson Controls InternationalUS$141.920.7%
+US$575.3m		75.0%PE45.4x
AZZ AZZUS$143.334.2%
+US$177.9m		65.0%PE13.5x

Latest News

BLDR
US$90.04
Builders FirstSource
7D
-1.4%
1Y
-25.9%
TT
US$486.42
Trane Technologies
7D
1.9%
1Y
38.5%
AZZ
US$143.33
AZZ
7D
4.2%
1Y
65.0%

AZZ: Future Returns Will Hinge On Delivering FY27 Guidance And Margin Goals

Narrative Update on AZZ The updated analyst price target for AZZ has moved higher from $142.89 to $158.78, reflecting analysts' use of a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and higher future P/E expectations supported by recent upward target revisions from several firms. Analyst Commentary Recent Street research on AZZ shows a mix of optimism and caution, with several price target increases alongside at least one rating downgrade.
AWI
US$178.27
Armstrong World Industries
7D
-1.3%
1Y
28.3%

AWI: Q4 Execution And 2026 Guidance Will Support Further Upside

The analyst price target for Armstrong World Industries has shifted slightly lower by $2.00 to $206.80, as analysts balanced a recent $6 cut from one firm with earlier $12 and $2 increases tied to updated estimates following the Q4 report. Analyst Commentary Recent Street research around Armstrong World Industries reflects a mix of optimism on execution and some caution on how much upside is already reflected in the stock after the Q4 update.
AAON
US$99.59
AAON
7D
1.7%
1Y
12.2%
CSL
US$360.07
Carlisle Companies
7D
-0.8%
1Y
-4.5%

CSL: Buybacks And Acquisition Plans Will Support Measured Future Returns

Analysts have trimmed their price target for Carlisle Companies by about $9, reflecting slightly lower assumptions for fair value, revenue growth, profit margins and future P/E multiples. What's in the News Carlisle Companies reaffirmed earnings guidance for 2026, indicating expectations for consolidated revenues to be up by a low single digit % year over year (Company guidance).
OC
US$125.61
Owens Corning
7D
1.3%
1Y
-12.7%

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts have trimmed their Owens Corning price target by about $4 to $137.75, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which collectively point to a slightly more conservative fair value outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, with revenue from continuing operations expected in a range of $2.1b to $2.2b (company guidance).
REZI
US$41.04
Resideo Technologies
7D
2.7%
1Y
151.9%
MAS
US$74.18
Masco
7D
11.2%
1Y
22.7%
UFPI
US$94.90
UFP Industries
7D
-2.4%
1Y
-11.0%
ZWS
US$52.47
Zurn Elkay Water Solutions
7D
9.8%
1Y
55.7%
WMS
US$151.97
Advanced Drainage Systems
7D
-2.4%
1Y
34.9%
JCI
US$141.92
Johnson Controls International
7D
0.7%
1Y
75.0%

JCI: AI Data Center Cooling Cycle Will Support Future Upside

The analyst price target for Johnson Controls International has been raised by $3 to $173. This change reflects updated analyst views that factor in adjusted fair value assumptions, a revised discount rate, and refreshed estimates for revenue growth, profit margin, and future P/E multiples, alongside a mix of recent bullish and more cautious initiation reports.
CARR
US$60.97
Carrier Global
7D
-1.1%
1Y
0.8%
TREX
US$41.90
Trex Company
7D
-3.7%
1Y
-27.1%

TREX: Contractor Demand And New Leadership Will Drive Long-Term Upside

Analysts nudged the Trex Company fair value estimate to $58.00 from $57.00, citing stronger contractor survey data, Q4 results that topped expectations, and updated models that reflect higher revenue growth, firmer profit margins, and a lower future P/E assumption. Analyst Commentary Recent research updates around Trex point to a cluster of higher price targets, an upgrade in rating, and generally constructive commentary following the latest Q4 report and 2026 outlook.
AOS
US$64.38
A. O. Smith
7D
-1.9%
1Y
-0.6%

AOS: Share Repurchases Will Support Upside Despite Mixed Street Sentiment

Narrative Update on A. O.